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Contrary to much media commentary and political fear mongering in the West, Beijing’s centralized economic control is more weakness than strength.
S&P 500 earnings are up a stunning 29.3% versus a year ago, with eight of 11 S&P sectors sporting double-digit earnings increases.
Are we witnessing the beginning of a long-term technological revolution or the formation of another dangerous market bubble?
S&P 500 is in the midst of the strongest earnings environment in seven years, and the S&P 500’s earnings are forecasted to rise 21.5% in 2026.
Semiconductors remained the key engine of Taiwan’s economy, driving a sharp increase in manufacturing production at the start of 2026.
Rising developer defaults say the country has a long way to go before it gets out of the woods.
Since it will take up to 3 years to fulfill current data center order backlogs, I anticipate this sales and earnings momentum to persist well towards 2029.
The evidence and at least one billionaire agree.
May’s summit between Xi and Trump shows that each wants to avoid tension and manage the competition between the two nations.
There is undoubtedly a new world order emerging now, with the U.S. dominating world energy markets. Meanwhile, China’s military influence is waning.
What once looked like ordinary trade expansion has evolved into something far more consequential.
Despite the promise of China’s recent five-year plan to pursue an easy monetary policy, the PBOC insists on keeping what is effectively the opposite.
Beijing’s pharmaceutical dominance isn’t just an economic problem—it’s a loaded weapon pointed at every American who takes a pill.
Economist Ed Yardeni headlined this current AI-fueled rally as a surge “To Infinity and Beyond!” I agree.
Though on the surface China’s economy seems to be coping well with the fallout from the contest in the Persian Gulf, cracks have appeared.
Empower the U.S. president with rapid tariff authority for America’s existential competition with the CCP.
